Send SMS to Leads, Contacts, or Accounts

This page covers the following topics:

Send SMS to Leads, Contacts, or Accounts
Send SMS to list of Leads, Contacts, or Accounts

Send SMS to Leads, Contacts, or Accounts

To send SMS to Leads, Contacts, or Accounts, perform the following steps:

1. On the menu bar, click Leads, Contacts, or Accounts.

2. Select the desired Leads, Contacts, or Accounts and click Send SMS. The Send SMS page appears.

3. The Send SMS section has the following options:

• SMS Type - Click the arrow next to SMS Type to view the list. You can choose SMS Type as OTP, Marketing, Transactional, Transactional DND, M2M, or default depending on the regulations of their country.
• Sender ID - Click the arrow next to Sender ID to view the list.
• Template - Click the arrow next to Template to view the list of pre-registered templates.
• Recipient Number - Click the arrow next to the Recipient Number. Zoho supports two types of recipient phone number fields - Mobile and Phone. Choose as required.

4. The Message section has the following options:

You can compose a message in multiple ways:

a. Use static message content through a template or compose a message directly.

b. Insert dynamic parameters to your message content using the Add Parameter feature.

• +Add Short URL

i. Click on the + icon OR Add Short URL link.

ii. Click {#AddURL#}. The Parameter Data Type section appears.

iii. Select Short URL option and then enter the URL in the Add Full URL field.

iv. Track User - you can find "{kadvanced}" at the end of the URL in the Message field, if the tracker user option is enabled then click Save.

The updated URL will be displayed as a short URL in the Message field.

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Note:

Ensure you add HTTPs.

• + Add Parameter

i. Click on the + icon OR Add Parameter link. The Add parameter consists of three open and close curly braces {{{}}}.

ii. Click curly braces {{{}}}. The Parameter Data Type section appears.

iii. Select value option and then click the arrow next to Map to field to view the list.

iv. Default Value - Enter the default value and click Save.

The added parameter will be displayed in the Message field.

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Note:

• If the added parameter has no value, then it will return to the Default Value in the Parameter Data Type section.

5. The Preview section displays the preview of the draft message.
6. Select one the following options:

• Send Test SMS - Enter your registered mobile number to send a test SMS message. Click Send Test SMS. The "Test SMS has been sent. Did you receive the test SMS?" message appears.

• Send SMS Now - Click Send SMS Now to send an immediate message. The "SMS Request Submitted Successfully" message appears.

Send SMS to a list of Leads, Contacts, or Accounts

To send SMS to a list of Leads, Contacts, or Accounts, perform the following steps:

1. On the menu bar, click Leads, Contacts, or Accounts.
2. Select the list of Leads, Contacts, or Accounts and click Send SMS. The Send SMS page appears.

For more information on how to proceed, follow steps from 3 to 5 related to Send SMS, Message, and Preview sections.